Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,459
Closed -$234K 180
2026
Q1
$234K Sell
1,459
-1,745
-54% -$278K 0.02% 151
2025
Q4
$513K Buy
3,204
+580
+22% +$94.8K 0.05% 100
2025
Q3
$399K Buy
2,624
+12
+0.5% +$1.85K 0.04% 100
2025
Q2
$384K Sell
2,612
-217
-8% -$31K 0.05% 104
2025
Q1
$365K Buy
2,829
+10
+0.4% +$1.47K 0.04% 114
2024
Q4
$385K Sell
2,819
-63
-2% -$8.26K 0.05% 100
2024
Q3
$295K Buy
2,882
+228
+9% +$27.9K 0.04% 105
2024
Q2
$281K Sell
2,654
-520
-16% -$50.7K 0.04% 111
2024
Q1
$281K Buy
+3,174
New +$263K 0.04% 112

Other funds holding MMM

KWB Wealth's MMM Position: Q2 2026 in Review

KWB Wealth sold out of 3M (MMM) in Q2 2026, closing a stake of 1,459 shares — an estimated $234K sold.

KWB Wealth first reported a position in MMM in Q1 2024 and held it in 9 quarters. The position peaked at $513K in Q4 2025. 2,229 funds tracked by Wall St. Rank hold MMM as of Q2 2026.

  • KWB Wealth reported no remaining 3M position as of Q2 2026 after selling out during the quarter.
  • KWB Wealth sold 1,459 3M shares in Q2 2026, an estimated $234K.
  • KWB Wealth first reported a position in 3M in Q1 2024 and held it in 9 quarters.
  • KWB Wealth's 3M position peaked at $513K in Q4 2025.
  • 2,229 funds tracked by Wall St. Rank held 3M as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.